Rowe Consulting Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,713,486
Clients
52
10% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$206,029
About
Rowe Consulting Group provides investment consulting, manager search and selection, and asset-management oversight primarily to mid‑market defined benefit and defined contribution retirement plans, endowments, foundations, and individual clients. The firm reports one advisory professional, approximately $10.7 million in assets under management, and about 52 clients, and also offers hourly financial consultations and IPS preparation.
The firm’s investment approach centers on a proprietary, quantitative domestic equity rotation methodology called Enhanced Dynamic®, together with strategic/dynamic asset‑allocation and ongoing manager review. Rowe emphasizes an “un‑bundling” model that selects independent service providers to reduce costs and conflicts, and it makes the Enhanced Dynamic® methodology available non‑discretionarily to other consultants and platforms.
Rowe is affiliated with related entities that develop and license its proprietary methodology (Enhanced Investment Partners LLC and Rowpyn Investment Partners LLC), a structural arrangement it discloses and that is uncommon among similar supported firms. The brochure also discloses that one advisory representative has prior regulatory matters and a 2019 bankruptcy discharge, and the firm’s reported AUM and client mix indicate it does not hold substantial high‑net‑worth assets despite listing HNW clients among its target types.
Client services
Portfolio management
Pension consulting
Financial consulting not resulting in a financial plan
Financial consulting not resulting in a financial plan
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
Fee-for-service arrangements negotiable from $500 to $15,000
$0 - $2,000,000: 1.5% $2,000,000+: Negotiable [less than 1.5%]
Typically $450 per hour with 7 hour minimum, negotiable
Account minimum: $1,000,000 Fee-only: Investment consulting services billed hourly or flat fee; hourly rate typically $450/hour, minimum 7 hours; fee-for-service arrangements $500 to $15,000 (negotiable)
Most active in
Rowe Consulting Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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